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Building 2KLAAS FINANCIAL ASSET ADVISORS, LLC.

Map pinLOVES PARK, IL
Phone815-877-8440
NotebookSEC #801-79516
Total AUM
$758.1M
Employees
15
Clients
1,017

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4707 PERRY RIDGE LANE
LOVES PARK
IL 61111
United States
Operating Hours
M-TH 8AM-5PM, F 8AM-3PM
Monday - Friday
Phone
815-877-8440
Other Offices
1

ReceiptFinancials

Total AUM
$758.1M
Accounts
2,687
Discretionary
$758.1M
Accounts
2,687
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
812
AUM
$365.4M
HNW Individual Clients
203
AUM
$391.5M
Charitable Organization Clients
1
AUM
$100K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
INSTITUTIONAL CONSULTING; TAX SERVICE FEES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSTITUTIONAL CONSULTING FEES; TAX SERVICE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLIAILINMDMIMNMONCNENMTNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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